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iShares Russell Mid-Cap Growth ETF
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Overview Fund Activity

1,147 hedge funds and large institutions have $14.2B invested in iShares Russell Mid-Cap Growth ETF in 2025 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 329 increasing their positions, 370 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
+77
Holders Change %
+7.2%
% of All Funds
15.38%
Holding in Top 10
51
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+15.91%
% of All Funds
0.68%
New
140
Increased
329
Reduced
370
Closed
43
Calls
$27.2M
Puts
$47.1M
Net Calls
-$19.9M
Net Calls Change
-$24.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$147M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$50.9M
3
Barclays
Barclays
United Kingdom
+$35.5M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$32.7M
5
JCM
Jacobi Capital Management
Pennsylvania
+$28.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$255M
2
Truist Financial
Truist Financial
North Carolina
-$80.6M
3
CAM
Congress Asset Management
Massachusetts
-$45.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$42.5M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
401
Sax Wealth Advisors
New Jersey
$1.58M +$44.1K +318 +3%
LSA
402
Lion Street Advisors
Texas
$1.58M -$64.2K -463 -4%
CT
403
Clearstead Trust
Maine
$1.57M +$2.36K +17 +0.2%
PCIA
404
Prime Capital Investment Advisors
Kansas
$1.54M -$96.7K -697 -6%
BOSSRA
405
B.O.S.S. Retirement Advisors
Utah
$1.54M -$168K -1,208 -10%
WH
406
Willner & Heller
California
$1.54M -$108K -777 -7%
PA
407
Parallel Advisors
California
$1.53M +$187K +1,346 +14%
GJIA
408
Glass Jacobson Investment Advisors
Maryland
$1.52M -$70.5K -508 -4%
TMWM
409
Taylor & Morgan Wealth Management
Michigan
$1.51M -$13.6K -98 -0.9%
ODIJL
410
One Day In July LLC
Vermont
$1.48M – – –
AA
411
Ancora Advisors
Ohio
$1.47M +$22.3K +161 +2%
BAM
412
Belpointe Asset Management
Nevada
$1.47M +$11.4K +82 +0.8%
WAP
413
Wealthcare Advisory Partners
Pennsylvania
$1.44M +$50.3K +363 +4%
AAP
414
Arax Advisory Partners
Colorado
$1.44M -$29M -163,888 -95%
WT
415
Whittier Trust
California
$1.43M – – –
FWP
416
FAS Wealth Partners
Kansas
$1.43M -$16.2K -117 -1%
CB
417
Cadence Bank
Mississippi
$1.43M -$5.69K -41 -0.4%
JJBC
418
James J. Burns & Company
New York
$1.42M -$3.88K -28 -0.3%
DAS
419
Dynamic Advisor Solutions
Arizona
$1.42M +$53K +382 +4%
CIA
420
Choate Investment Advisors
Massachusetts
$1.41M +$330K +2,383 +31%
EIA
421
Eldridge Investment Advisors
New Hampshire
$1.39M – – –
BHBT
422
Burke & Herbert Bank & Trust
Virginia
$1.39M -$318K -2,290 -19%
CWM
423
Cranbrook Wealth Management
Michigan
$1.39M -$14.8K -107 -1%
MWM
424
Mission Wealth Management
California
$1.39M -$10.8K -78 -0.8%
KFI
425
Key Financial Inc
Pennsylvania
$1.38M +$5.83K +42 +0.4%
15 16
17
18 19